OAKDALE, Minn., Nov. 1, 2017 /PRNewswire/ -- Woodbury Financial Services, a financial services firm representing more than 1,200 advisors across the country, today announced that the Wisconsin-based Office of Supervisory Jurisdiction (OSJ), Tenacity Advisory Group (TAG), selected to affiliate with Woodbury. This deal marks a total of 140 advisors who have joined Woodbury and more than 440 who have joined Advisor Group.
Founded in 2010 in Green Bay, WI, TAG started with nine financial advisors and $250 million in client assets. Since then, the firm has experienced impressive growth and is now at $2 billion in client assets, boasting 52 advisors in 30 offices across Wisconsin, Michigan, Ohio & Nebraska. The group specializes in all aspects of financial planning, including retirement planning, company sponsored plans, life and health insurance needs, disability, business consulting, and tax planning.
"Our decision to join Woodbury was an easy one, based on the strong values the firm demonstrated. During our search process, Woodbury treated us like family, and the relationships that we've already built with them are invaluable," said Mike Savolt, President of Tenacity Advisory Group. "TAG is known for servicing clients with a real human touch. Woodbury offers the resources and tools we need to continue doing this, while at the same time positioning us for even greater success in the future."
Supported by Advisor Group, one of the nation's largest networks of advisory firms, Woodbury Financial Services provides independent advisors a flexible, open-architecture system that offers them full access to state-of-the-art technology, marketing and management systems – all of which can be fully adopted or integrated into an advisor's existing platform for an easy transition. Through Woodbury, advisors also have access to dedicated field support and extensive investment solutions.
"We are honored to welcome TAG to the Woodbury Family," said Rick Fergesen, President and CEO of Woodbury Financial Services. "As a firm with a rich history of servicing advisors and their clients to their fullest potential, TAG is an exceptional example of a business founded on holistic financial planning, and we are proud that they've selected Woodbury."
Joe Nienhaus, Regional Vice President of Woodbury, Wisconsin added, "At Woodbury, we focus on the clients' best interests above all else, and this is a shared quality we quickly recognized during our first interactions with TAG. Our closely aligned values and culture have allowed for a seamless transition, and we look forward to the future of our partnership."
About Tenacity Advisory Group
Green Bay, WI-based Tenacity Advisory Group (TAG) was founded in 2010 by six financial advisors. Recognizing the need for holistic financial planning, TAG was founded to provide accounting, payroll, retirement planning, company sponsored plans, life and health insurance needs, disability, business consulting, and tax planning services. Today, TAG is made up of 52 individual advisors from 30 different offices across Wisconsin, Michigan, Ohio & Nebraska and has $2 billion in total client assets under management. For more information, visit http://www.tmsmoney.com/.
About Woodbury Financial Services, Inc.
Woodbury Financial Services, Inc. is part of one of the nation's largest networks of independent financial advisors and a Registered Investment Advisor, member FINRA and SIPC. Woodbury Financial is supported by Advisor Group, one of the largest truly independent broker-dealer networks in the industry. The firm has more than 1,200 affiliated independent financial advisors and is headquartered in Oakdale, MN. Woodbury employs a client-driven approach focused on meeting the unique demands of businesses and individuals. For more information visit https://www.joinwoodbury.com/.
About Advisor Group
Advisor Group, Inc. is one of the nation's largest networks of independent financial advisors serving over 5,000 advisors and overseeing approximately $190 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc., as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.
SOURCE Advisor Group, Inc.
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